# Solutions for Private Equity

## Connected PE fund management

Meet the first unified software suite that gives PE fund CFOs unprecedented visibility, precision, and control.

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## Key benefits

### 01 Centralize your PortCos

Save time chasing data and manage ownership, valuations, and cap tables from one dashboard, giving you total visibility into your portfolio.

- Streamline equity management across entities  
  Vesting schedules, hurdle rates, liquidation
- Access data from a single hub  
  Cap table management, waterfalls, K-1s
- View aggregated PortCo performance clearly  
  On-demand metrics, insights, reporting

### 02 Model any scenario with precision

Automate cap table creation and data collection with AI doc extraction. Precisely model exits, valuations, or distributions on demand with auditable results.

- Automate complex operating agreements  
  Waterfalls, distributions, real-time cap table
- Audit every calculation in your waterfall  
  Verify breakpoints, allocations, threshold values
- Simplify quarterly valuations  
  Auditor ready multiples and rationale by AI

### 03 Streamline your fund operations

Optimize how you run your fund or SPV. Access real-time metrics, deliver timely K-1s, and build stronger LP relationships, all powered by your general ledger.

- Manage your fund with ease and control  
  Real-time metrics, expert support, KYC checks
- Boost investor confidence with the LP portal  
  Fulfill capital calls, pre-fill subdocs with AI
- Experience a smoother tax season  
  Year-end filings, investor K-1s, audit support

## Bring all your PortCos into focus

See how to keep your team in sync with a single dashboard for all investments.

## Create and manage special purpose vehicles (SPVs) that fit your needs.

## Every tool in one place. That’s the new standard.

Meet the connected suite that powers your entire portfolio.

### Products & Features

- Cap Table Management
- Waterfall Modeling
- Fund Administration
- Financial Reporting
- Portfolio valuations
- Distributions

### Cap Table Management

Manage PortCo equity plans, measure performance, and easily add stakeholders.

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## Designed for every seat at the table

Empower your team to keep your fund rolling, no matter the role.

### For CFOs

Be an even stronger strategic partner. Bridge fund operations with your portfolio companies for total visibility and control.

### For Deal Teams

Easily access up-to-date cap tables, run waterfalls, and simplify quarterly reporting—saving time and reducing errors.

### For Associates

Reduce spreadsheet overload. Spend less time reconciling and more time on deals using automation and up-to-date data.

## Trusted with over 4.5 trillion assets on platform

## Testimonials

### Andrew DeYoung

Managing Director, Kayne Anderson  
"We already had some portfolio companies on Carta, and then we identified an opportunity to drive more adoption across the portfolio. That way, we can integrate some of Carta’s technology through the use of APIs to make our operational processes more standardized."

### Pedro Diaz De Leon

Director, Sikich  
"With Carta, we can maintain a book of record that reflects the complexity of our structure and various legal entities. Furthermore, all equity holders can easily monitor the performance of their units, whether they be employees, principals, or minority investors."

### Timothy Cha

Senior Manager, Relativity LLC  
"One of the huge time savers for us with Carta has been through automatic creation of 83(b) forms, and the ability to distribute our K-1 forms. The process for updating existing interests and issuing new grants is also seamless, taking away much of the manual work."

## The Executive Equity Report

Stay up to date on performance terms, vesting schedules, and grant benchmarks from across the PE landscape.

## FAQs

### What asset classes does Carta support?
### Can I manage ownership across multiple entities?
### What types of securities can be managed on Carta?
### What can investors see from the LP Portal?
### What does Carta offer for tax services and support?

## Welcome to the new standard

From full visibility into PortCo performance to verifiable waterfalls, meet integrated fund software with standards as high as yours.